February 2, 2021
Listen to Mark Goldman, CPA, and his fascinating podcast on “Where Accountants Go” featuring Carolyn Smith.  In this episode, A Unique...
C3 Financial Partners

Our Insights

February 2, 2021
Listen to Mark Goldman, CPA, and his fascinating podcast on “Where Accountants Go” featuring Carolyn Smith.  In this episode, A...
December 31, 2020
Entering 202­­­1 gives new meaning to the phrase, “Hindsight is 2020.” When a new year starts, hindsight always follows.  And there...
December 14, 2020
If you are looking for an easy, uplifting book to enjoy over the holidays, C3 recommends In the Garden of...
September 8, 2020
Excerpt from CAP® Share Newsletter Issue 37, September 2020, American College of Financial Services Since its inception, the CAP® program...
August 25, 2020
Fellow Advisors, “Life Insurance: A Valuable Contingent Asset Class?” is the title of a Trusts & Estates article published this...
August 12, 2020
C3 Partner, Celeste C. Moya sits down to share how she found her way to the life insurance industry. Celeste...
March 24, 2020
READ IN SPANISH Jay Judas, CEO of Life Insurance Strategies Group interviewed Celeste C. Moya, C3 Partner. Celeste is featured...
December 6, 2019
Earlier this year, we formed a strategic alliance with LifeTrends, a life insurance analytics company. LifeTrends provides up-to-date product pricing,...
November 25, 2019
When the Right Thing I entered the life insurance business four decades ago and was representing one insurance company.  In...
November 19, 2019
As the old saying goes, you can’t take it with you. While this saying is usually brought up to justify...
September 9, 2019
Over the course of more than three decades' experience in this area, we have worked to understand what makes some...
July 29, 2019
In the life insurance and financial planning fields, several measures are used when considering what makes a good advisor. Advanced...
May 24, 2019
Recently, the Dallas Foundation reached out to C3 Founder (formerly Texas Financial Partners) Todd S. Healy to write an article...
April 3, 2019
Global citizens doing business in the United States are a growing clientele in the financial services industry.  As the global...
April 3, 2019
LEER EN INGLES Los extranjeros no residentes que hacen negocios en los Estados Unidos constituyen una clientela en constante...
February 19, 2019
When affluent multigenerational families contemplate the transfer of their assets across generations, they find themselves caught in complex legal structures...
October 28, 2018
LEER EN INGLES Los individuos acomodados que pueden permitirse primas de seguro de vida, pero que prefieren no liquidar...
October 28, 2018
Affluent individuals who can afford life insurance premiums but prefer not to liquidate assets or redirect cash flow to pay...
August 25, 2018
The Origin of Our Client Continuity Merger When C3 Financial Partners came together, we came up with a model that...
June 7, 2018
The phrase “Family Business” can conjure up various images.  One may be an image of multiple generations of family members...
August 1, 2017
We’ve got the Traditionalists, the Baby Boomers, Generation X, and the Millennials — four generations all in adulthood. And there’s...